Acumin Documentation

Security Permission - How to grant a permission to a specific user

You can assign specific permissions to an individual user. Below is an example of how to grant Prior Year Permission to the user "kchipney," associated with member #531 Kathy Chipney:

Steps:

  1. Navigate to the Admin Sidebar and click on the Acumin User icon.

  2. Search for the member's name in the search bar and press Apply.

  3. Select the member from the list and double-click to open their User Profile.

  4. In the Acumin User Properties form, go to the Additional Security section and click the Permission button.

  5. In the Permission Properties form, navigate to the Prior Year tab.

  6. Check the specific permissions you want to grant for this member.

  7. Click Save and Exit to apply the changes.

Note:

For the new permissions to take effect, all users in the affected group must log out of the system and log back in.

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How to grant permission to a user groups (affecting all users within the group)

Security permission - User Administrator Rights

User Security Membership - Permissions and Special Report Permissions for Member Activity